OLZ AG
OLZ AG is a Swiss asset management company specializing in long-term, risk-based, and sustainable investment solutions for private and institutional clients.
About
OLZ AG is a Swiss boutique asset manager based in Bern and Zurich, providing long-term, risk-based, and scientifically sound asset and wealth management solutions. OLZ uses a systematic and data-driven approach that emphasizes risk optimization and sustainability. The firm manages tailored portfolios and offers its proprietary funds, serving both private investors and institutional clients. OLZ integrates environmental, social, and governance (ESG) criteria into all its strategies and is recognized for innovation, transparency, and absence of conflicts of interest. It is regulated by FINMA and partners with universities for ongoing research and development.
Products & Services
- Asset management for institutional and professional clients
- Wealth management for private clients
- Risk-optimized equity funds
- Bond and mixed funds
- Customized investment mandates
- Sustainable/ESG-integrated investment solutions
- Digital investment solutions (via partner Descartes Finance)
- Retirement and pension fund solutions
- Portfolio performance monitoring and reporting
- Investment events and educational seminars
Use Cases & Case Studies
- Investing for private clients seeking transparent, conflict-free personal wealth management
- Institutional asset management for pension funds, foundations, insurers, and banks
- Sustainable investment portfolios optimized for ESG and carbon footprint reduction
- Mixed mandates and custom solutions for organizations with specific exclusions or sustainability targets
- Digital investment platform for assets under CHF 500,000 via Descartes Finance
Partnerships & Collaborations
- Descartes Finance (digital investment solutions partner)
- Multiple research collaborations with Swiss universities and universities of applied sciences (e.g., University of Zurich, Lucerne University of Applied Sciences and Arts, ETH)
- Long-standing cooperation with Loyal Finance AG for Swiss bond management
Awards & Recognition
- Awarded 'Top-Verwalter' by ZWEI Wealth in 2019
- Nr.1 best equity Switzerland manager (investment trusts)
Contact Information
Certifications & Compliance
- FINMA license as manager of collective assets (since 2007)
- Member of the Principles for Responsible Investment (PRI)
- Member of Swiss Sustainable Finance (SSF)
- Member of Alliance of Swiss Wealth Managers (ASV-ASWM)
- Affiliation with FINOS (Swiss financial ombudsman)
- SFC (Hong Kong) licensing for subsidiary OLZ (Hong Kong) Limited (Type 4 and Type 9 since 2019)
- Compliance with SFDR (Sustainable Finance Disclosure Regulation)